UNITEDHEALTH GROUP INC

Ticker: UNH CUSIP: 91324P102 Class: Common Stock

Heritage Wealth Advisors's Holding History (CIK: 0001591122)

Note: Option positions (PUT/CALL) are excluded.

Q3 2025
Shares 60 Value ($000) $21 Avg Close $298.94 Range $231.57 - $357.63
Q2 2025
Shares 62 Value ($000) $19 Avg Close $374.94 Range $243.94 - $594.32
Q1 2025
Shares 423 Value ($000) $222 Avg Close $499.48 Range $427.96 - $540.60
Q4 2024
Shares 113,082 Value ($000) $57,203 Avg Close $552.89 Range $464.38 - $613.22
Q3 2024
Shares 111,905 Value ($000) $65,429 Avg Close $548.30 Range $469.38 - $588.97
Q2 2024
Shares 107,220 Value ($000) $54,603 Avg Close $473.12 Range $420.98 - $509.52
Q1 2024
Shares 100,781 Value ($000) $49,856 Avg Close $488.97 Range $449.89 - $527.55
Q4 2023
Shares 94,155 Value ($000) $49,570 Avg Close $511.31 Range $481.83 - $533.02
Q3 2023
Shares 99,506 Value ($000) $50,170 Avg Close $469.94 Range $426.58 - $492.38
Q2 2023
Shares 93,645 Value ($000) $45,010 Avg Close $464.88 Range $423.41 - $503.95
Q1 2023
Shares 91,663 Value ($000) $43,319 Avg Close $457.25 Range $434.73 - $497.60
Q4 2022
Shares 86,344 Value ($000) $45,778 Avg Close $500.41 Range $460.31 - $526.71
Q3 2022
Shares 84,041 Value ($000) $42,444 Avg Close $495.09 Range $463.11 - $520.39
Q2 2022
Shares 81,657 Value ($000) $41,941 Avg Close $471.05 Range $423.08 - $518.69
Q1 2022
Shares 66,543 Value ($000) $33,935 Avg Close $451.15 Range $416.63 - $489.25
Q4 2021
Shares 62,859 Value ($000) $31,564 Avg Close $422.19 Range $356.94 - $475.98
Q3 2021
Shares 59,240 Value ($000) $23,147,262 Avg Close $384.84 Range $363.78 - $400.47
Q2 2021
Shares 57,399 Value ($000) $22,984,788 Avg Close $369.03 Range $333.51 - $394.04
Q1 2021
Shares 52,245 Value ($000) $19,438,652 Avg Close $319.66 Range $295.28 - $351.97
Q4 2020
Shares 46,555 Value ($000) $16,326 Avg Close $308.19 Range $275.16 - $337.94
Q3 2020
Shares 42,429 Value ($000) $13,228,166 Avg Close $281.21 Range $262.60 - $296.87
Q2 2020
Shares 41,860 Value ($000) $12,346,567 Avg Close $261.11 Range $205.85 - $287.65
Q1 2020
Shares 19,493 Value ($000) $4,861,077 Avg Close $249.73 Range $170.96 - $278.13
Q4 2019
Shares 14,373 Value ($000) $4,225,251 Avg Close $236.60 Range $191.58 - $272.04
Q3 2019
Shares 12,357 Value ($000) $2,685 Avg Close $217.12 Range $192.52 - $241.58
Q2 2019
Shares 11,733 Value ($000) $2,862,972 Avg Close $215.47 Range $186.25 - $227.91
Q1 2019
Shares 11,046 Value ($000) $2,731,151 Avg Close $227.63 Range $209.12 - $242.99
Q4 2018
Shares 8,822 Value ($000) $2,197 Avg Close $235.05 Range $206.71 - $256.77
Q3 2018
Shares 8,606 Value ($000) $2,289 Avg Close $230.64 Range $216.27 - $241.03
Q2 2018
Shares 8,052 Value ($000) $1,973 Avg Close $212.11 Range $189.47 - $226.77
Q1 2018
Shares 7,886 Value ($000) $1,688 Avg Close $201.13 Range $183.43 - $220.66
Q4 2017
Shares 7,028 Value ($000) $1,545 Avg Close $186.06 Range $163.10 - $203.93
Q3 2017
Shares 6,642 Value ($000) $1,303 Avg Close $168.94 Range $160.62 - $176.05
Q2 2017
Shares 6,278 Value ($000) $1,166 Avg Close $152.68 Range $142.90 - $164.81
Q1 2017
Shares 5,886 Value ($000) $962 Avg Close $142.11 Range $135.29 - $149.76
Q4 2016
Shares 4,995 Value ($000) $799 Avg Close $129.15 Range $114.85 - $142.15
Q3 2016
Shares 3,830 Value ($000) $535 Avg Close $120.51 Range $114.30 - $124.16
Q2 2016
Shares 2,956 Value ($000) $416 Avg Close $114.17 Range $107.16 - $121.44